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iShares US Energy ETF
IYE

Overview Fund Activity

160 hedge funds and large institutions have $312M invested in iShares US Energy ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
29
Increased
42
Reduced
52
Closed
17
Calls
$422K
Puts
$1.79M
Net Calls
-$1.36M
Net Calls Change
-$380K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.7M
2
AC
2
Allstate Corporation
Illinois
$6.96M
3
Millennium Management
3
Millennium Management
New York
$3.21M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.44M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$43.6M
2
CC
2
Cassaday & Co
Virginia
$321K
3
UBS Group
3
UBS Group
Switzerland
$22.6M
4
VF
4
Virtu Financial
New York
$0
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$39K 1,125 -49,806 -98%
DADC
127
D.A. Davidson & Co
Montana
$39K 1,156 +1,156 New
PSC
128
Prentiss Smith & Co
Vermont
$37K 1,074 +15 +1%
FNBT
129
FineMark National Bank & Trust
Florida
$35K 1,000 – –
AssetMark Inc
130
AssetMark Inc
California
$31K 900 +900 New
CA
131
CapWealth Advisors
Tennessee
$28K 810 – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$28K 804 +632 +367%
BP
133
Ballentine Partners
Massachusetts
$27K 769 +769 New
NFG
134
Next Financial Group
Texas
$26K 770 +200 +35%
Simplex Trading
135
Simplex Trading
Illinois
$25K 742 +742 New
WAS
136
WESPAC Advisors SoCal
California
$24.3K 700 – –
US Bancorp
137
US Bancorp
Minnesota
$24K 680 -2,600 -79%
TCM
138
Tradewinds Capital Management
Washington
$24K 681 – –
BCFS
139
Butensky & Cohen Financial Security
Florida
$23K 660 – –
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$21K 600 -500 -45%
JFA
141
JNBA Financial Advisors
Minnesota
$21K 600 – –
NSIM
142
North Star Investment Management
Illinois
$21K 600 – –
AA
143
AlphaMark Advisors
Kentucky
$14K 400 – –
IF
144
Ironwood Financial
Arizona
$14K 404 +404 New
BAM
145
Barrett Asset Management
New York
$13K 370 – –
UFA
146
US Financial Advisors
Massachusetts
$10K 301 -1,594 -84%
SEI Investments
147
SEI Investments
Pennsylvania
$10K 284 -163 -36%
HFA
148
High Falls Advisors
New York
$10K 300 – –
CHC
149
City Holding Co
West Virginia
$10K 300 – –
WA
150
WFG Advisors
Texas
$9K 259 +101 +64%
4 5
6
7 8